| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROSS & YERGER INSURANCE INC3 Filed as: ROSS & YERGER INSURANCE INC. | PO BOX 1139 JACKSON, MS 39215 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 7.64% |
| ROBBINS RESEARCH AND PLANNING INC3 | 731 AVIGNON DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 5.96% |
| J MICHAEL NORRIS INC3 | 731 AVIGNON DRIVE RIDGELAND, MS 39157 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $210 | $2K | 2.64% |
| ANNA K STEWART3 Filed as: ANNA WEEMS BARNES | 405 PINE RIDGE DR MADISON, MS 39110 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $975 | $465 | $1K | 1.84% |
| PAMELA ANN BURCHETTE3 | 15118 B JANUS ROAD BILOXI, MS 39532 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $945 | $144 | $1K | 1.39% |
| SCARLETT PARKER3 | 19 GRANDBABY LANE HATTIESBURG, MS 39402 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $22 | $1K | 1.39% |
| ASHLEY S WALDRUP3 Filed as: ASHLEY S. WALDRUP | 295 POSEY LANE VAUGHAN, MS 39179 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $168 | $313 | $481 | 0.61% |
| STEVEN WELTON GREGORY3 | 614 CAMELLIA POINTE BLVD. OCEAN SPRINGS, MS 39564 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $147 | $56 | $203 | 0.26% |
| VICKI M SWEARINGEN3 | 122 JOHN EVANS RD PETAL, MS 39465 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $81 | — | $81 | 0.10% |
| HOLLINGSWORTH BENEFITS SOLUTIONS3 | 2 WIGEON RAYMOND, MS 39154 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $78 | $1 | $79 | 0.10% |
| AON CONSULTING INC3 Filed as: HEWITT & ASSOCIATES INC | P O BOX 15697 HATTIESBURG, MS 39404 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $79 | — | $79 | 0.10% |
| THOMAS A TURNER IV INSURANCE LLC3 | 909 BAY RIDGE DR. JACKSON, MS 39211 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 0.10% |
| REBECCA LYNN SMITH3 | 103 GRANFIELD CT CANTON, MS 39046 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $71 | — | $71 | 0.09% |
| PORTER A BURKE3 | 113 N MCGREGOR ST WIGGINS, MS 39577 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $65 | — | $65 | 0.08% |
| KEN D CUPIT3 | PO BOX 138 LIBERTY, MS 39645 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.08% |
| EMILY MEGUMI ERVIN3 | 4938 VEAZEY RD COLDWATER, MS 38618 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.07% |
| APRIL MECHATTO3 | 839 REUNION CIRCLE PLACE BILOXI, MS 39532 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $53 | — | $53 | 0.07% |
| CONSTANCE R WALKER3 | 2361 HIGHWAY 49 SOUTH FLORENCE, MS 39073 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $28 | — | $28 | 0.04% |
| KATIE MULLINS WALDROP3 | 1042 POPLAR SPRINGS RD MENDENHALL, MS 39114 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $23 | $2 | $25 | 0.03% |
| LAUREN SWAIN3 | 123 GARRISON WAY FLOWOOD, MS 39232 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| LISA S LEE3 Filed as: LISA S. LEE | 5794 SCR 131 MORTON, MS 39117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| VIRGINIA W LAVENDER3 | 1915 BARNES RD CANTON, MS 39046 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| COWLEY INSURANCE SERVICES INC3 | 1781 SUMMERLAKE DR. TUPELO, MS 38801 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.02% |
| SEHC BENEFITS LLC3 | 211 SAWBRIDGE DR. RIDGELAND, MS 39157 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| JENNA AILENE SWEARINGEN3 | 122 JOHN EVANS RD PETAL, MS 39465 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| JUDGE BLOUNT3 | 2407 SOUTH SHORE DR. BILOXI, MS 39532 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| BSK BENEFITS PLUS LLC3 | 205 PINECREST DR COVINGTON, LA 70433 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| LARRY WELCH3 | 5004 HAWTHORNE PLACE CHELSEA, AL 35043 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| BENEFIT CONSULTANTS INC3 Filed as: BENEFIT CONSULTANTS PA | 407 WINDSOR DRIVE CLINTON, MS 39056 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| PATRICIA L LOVELACE3 | 349 SWAN LAKE DR JACKSON, MS 39212 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ROSS & YERGER INSURANCE INC3 Filed as: ROSS & YERGER INSURANCE, INC. | P O BOX 1139 JACKSON, MS 392151139 | STARMOUNT LIFE INSURANCE COMPANY | $6K | — | $6K | 12.00% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 390 | $48K |
| Other | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 121 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 390 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.